UK
Ireland
Family office services; inheritance and capital taxes; wealth protection and estate planning; landed estates.
Experience
Sarah has more than 30 years’ experience managing the tax affairs of a diverse portfolio of private clients. This includes multifaceted partnerships, corporate partners, sole traders, farms, high-net-worth families and individuals.
As a trusted adviser to her clients, Sarah engages with them in all aspects of their tax affairs; including annual compliance requirements, tax planning, cashflow modelling and succession planning. With a deep understanding of her clients’ drivers and goals, she works together with her clients’ investment managers, financial advisers and legal advisers to advise on and implement her client’s plans.
Notable achievements
- The provision of bespoke family office services to a number of family groups, coordinating the provision of services of accounts, corporation tax, VAT, employment taxes, payroll, and investment management teams.
- Structuring farming businesses to take account of available reliefs for capital taxes, CGT and IHT.
Article
Autumn Budget 2025: Private equity
There were fewer changes than some feared for private equity investors and their portfolio companies, but the broad package of varied tax changes will impact everyone in years to come.
Article
Autumn Budget 2025: Limited tax changes specific to international individuals – for now
Following significant tax changes in the Autumn 2024 Budget, including the abolition of the non-UK domiciled tax regime, it was unsurprising that this year’s Budget contained little that will specifically impact the tax treatment for international individuals.